Estero, FLCIK 20876523 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 51.1K | $34.91M | 27.2% | −385 | Reduced |
| 2 | Invesco Qqq Tr | 31.8K | $20.22M | 15.8% | +1.4K | Added |
| 3 | Vanguard Index Fds | 34.8K | $6.65M | 5.2% | +34.8K | New |
| 4 | Schwab Strategic Tr |
| 265.1K |
| $6.46M |
| 5.0% |
| −14.7K |
| Reduced |
| 5 | Alphabet Inc | 20.5K | $6.44M | 5.0% | +10.0K | Added |
| 6 | Vanguard Bd Index Fds | 68.0K | $5.30M | 4.1% | +1.9K | Added |
| 7 | Tesla Inc | 10.1K | $4.54M | 3.5% | +480 | Added |
| 8 | Apple Inc | 16.4K | $4.47M | 3.5% | +13.7K | Added |
| 9 | Nexstar Media Group Inc | 16.2K | $3.29M | 2.6% | 0 | Held |
| 10 | Nvidia Corporation | 16.9K | $3.15M | 2.5% | −336 | Reduced |
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